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Oct 1, 2012
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as president obama's poll ratings improve, hospital stocks are also going higher. what is the trade ahead of the november vote? let's bring in the managing director at crt capital. she covers hospitals and other health care stocks. great to have you on our show today, cheryl. to what extent are hospitals and health care at this stage a purely political play? >> well, there is a fundamental argument here that there's easy comps but there's no question that the market was very, very happy to ignore those fundamentals for quite some time this summer until the conventions. if you look at the performance of the stock post-convention, i'm sure either of the candidates would have loved to have had that kind of a bounce. hca in particular is up very, very strongly. it's had a sequence of events at hca and tenet over the past year that have restore investor confidence after a dreadful summer last year. but the fact of the matter is that this is about at pure a play as you're going to get on the fate of the election. i think if you watch this debate very closely on wednesday
as president obama's poll ratings improve, hospital stocks are also going higher. what is the trade ahead of the november vote? let's bring in the managing director at crt capital. she covers hospitals and other health care stocks. great to have you on our show today, cheryl. to what extent are hospitals and health care at this stage a purely political play? >> well, there is a fundamental argument here that there's easy comps but there's no question that the market was very, very happy...
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Oct 2, 2012
10/12
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polls show a close race. the nation ago average has obama leading romney 49-46. the economy is issue number one and whose plans are better for the middle class. to answer that we are holding our own debate right here on the kudlow report. we are joined by new jersey democratic congressman and jim gillmore to make the case for governor romney. there will be time to talk among your selves at my disgression. the first question is going to congressman big paskrel. 1.3% gdp 25 million people out of the workforce. mr. president, what is your solution to the prosperity and the recovery that continues to elude us? >> over the past 30 months we have had an increase in private sector jobs. but that is the direction we are going in. if you remember what happened before that, when the president raised his hand in january of 2009, we were losing 700 no,000 jobs a month. but the fact of the matter is we are going in the right direction now and we should keep doing that. the president supports the position on the creation of jobs and the government can't do everything but it ha
polls show a close race. the nation ago average has obama leading romney 49-46. the economy is issue number one and whose plans are better for the middle class. to answer that we are holding our own debate right here on the kudlow report. we are joined by new jersey democratic congressman and jim gillmore to make the case for governor romney. there will be time to talk among your selves at my disgression. the first question is going to congressman big paskrel. 1.3% gdp 25 million people out of...
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Oct 3, 2012
10/12
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president obama and governor romney in final preparations. the latest polls have the president remaining ahead but maybe by a narrower margin. in trade showing obama ahead by two about a 72% probability of being re-elected. our chief washington correspondent john harwood live at the event site in denver. john, what's the objective for romney tonight? what does he need to do? >> mitt romney's got a very big task. he's got to do a couple things at the same time. first he's got to find a way to dent the argument that bill clinton and barack obama made at the democratic convention about how president obama's done as well as anyone could do in turning the economy around the last four years. secondly, he's got to make a positive case with passion, with credibility for his own economic plans, for how he's going to make life better for 100% of americans. third, he's going to have to deal with that 47% video which has really taken a toll on his campaign. he's got to do all those things at the same time. we've seen the history of debates, tyler. it is
president obama and governor romney in final preparations. the latest polls have the president remaining ahead but maybe by a narrower margin. in trade showing obama ahead by two about a 72% probability of being re-elected. our chief washington correspondent john harwood live at the event site in denver. john, what's the objective for romney tonight? what does he need to do? >> mitt romney's got a very big task. he's got to do a couple things at the same time. first he's got to find a way...
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Sep 27, 2012
09/12
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first up, though, almost every single national poll has mitt romney trailing president obama. the real clear politics national average show as four point lag. is romney letting this election slip right through his fingers? and importantly, why did he dial back his tax cut yesterday? if i don't know what romney's tax plan is, then i don't know how he's going to reach the middle class. in response to mirant last night and my it is pleasure with what mr. romney said, a key very senior mitt romney person calmed me today and says that mitt misspoke on dialing back tax cuts. and this senior person said mitt would like a mulligan and you know what, following beings, i'll give him a mulligan for now. but he has got to stay on message. and that importantly includes next wednesday's crucial debate. it could be his last chance. let's bring in our guest to comment on this. we have harry melver, steve moore oig and phil reducer. steve, i went off the rails and went off hfr-i was so angry at this wall street news story story. romney tempers tax plan, dialing back his tax code, suggesting th
first up, though, almost every single national poll has mitt romney trailing president obama. the real clear politics national average show as four point lag. is romney letting this election slip right through his fingers? and importantly, why did he dial back his tax cut yesterday? if i don't know what romney's tax plan is, then i don't know how he's going to reach the middle class. in response to mirant last night and my it is pleasure with what mr. romney said, a key very senior mitt romney...
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Sep 28, 2012
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a bloomberg news poll, mitt romney is now plus six against obama on the issue of national security. >> yes. >> me, i think romney would be nuts if he doesn't press this case. you have a bipartisan group in the senate. democrats and republicans with a letter saying you have to give us a better hearing. you have to give us a better explanation. romney should be all over this. >> >> and they have not been. i have been complaining openly, in private, anywhere people will listen to me. it goes to the credible of the president and leadership. a person that would lie to the american people for his own political benefit about a incident of this level of severity on national security, that person doesn't belong in the white house. he needs to make that case. he can't make it through john mccain, as good as john mccain is, he can't make it through rudy giuliani as good as he is on this. he has to articulate himself and that's a test of leadership. >> should do it right now. thank you very much, colonel jack jacobs and jennifer rubin. read her blog right turn on the "washington post." it is wher
a bloomberg news poll, mitt romney is now plus six against obama on the issue of national security. >> yes. >> me, i think romney would be nuts if he doesn't press this case. you have a bipartisan group in the senate. democrats and republicans with a letter saying you have to give us a better hearing. you have to give us a better explanation. romney should be all over this. >> >> and they have not been. i have been complaining openly, in private, anywhere people will...
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Oct 2, 2012
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brand new nbc news/"wall street journal" poll released just this minute looks at how closely people will be watching >> eamon javers in washington now with the latest. >> the stakes did just get a little bit higher for those debates in the presidential level this week. take a look at these results now from the new nbc news/"wall street journal" poll which we can bring you. the question asked to voters how important is the debate in picking a president? 38% staying is extremely or quite important. as you can see, that's higher than the respondents said in 2004 and in 2000. that's an interesting number but also interesting the folks who said it was somewhat or not at all important at 62%. that may be an indication that a lot of people in this country have already made up their minds, tyler. that might mean things are tough for those candidates who want to shake things up with this debate this week. >> very interesting. thank you very much a reminder to all of you tomorrow, president obama, governor romney do kick off the first of three presidential debates and cnbc will carry it live. our
brand new nbc news/"wall street journal" poll released just this minute looks at how closely people will be watching >> eamon javers in washington now with the latest. >> the stakes did just get a little bit higher for those debates in the presidential level this week. take a look at these results now from the new nbc news/"wall street journal" poll which we can bring you. the question asked to voters how important is the debate in picking a president? 38%...
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Oct 3, 2012
10/12
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but swing states poll. you mentioned that mitt romney's closed the deficit among likely voters for obama from five points to three points. and in florida, he's closed from five down to one which is tied given the margin of error in our poll. in virginia, he has closed the gap from five to two. if you look at the state of ohio, a must-win state for mitt romney, mathematically possible for him to get to it without it but his strategists think he needs it. he needs to make progress there. but the fact that some of the national polls are coming back a little bit, some of the swing state polls are tightening, is a bit of an earn couragement for romney that he still has an opportunity for deficit with three or four points to change the dynamic in some way. he's got to hope that obama is not on his best game. you could have a scenario that like what happened in 2000 where george w. bush moved significantly without gore and ultimately became president. >> it's interesting that the poll also shows, as you mention, t
but swing states poll. you mentioned that mitt romney's closed the deficit among likely voters for obama from five points to three points. and in florida, he's closed from five down to one which is tied given the margin of error in our poll. in virginia, he has closed the gap from five to two. if you look at the state of ohio, a must-win state for mitt romney, mathematically possible for him to get to it without it but his strategists think he needs it. he needs to make progress there. but the...
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Oct 1, 2012
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. >> is there a point at which you see obama in the polls and you say actually now i believe that we are going to get the tax hikes and the market should fall? there must be a watershed quite soon as we head towards particularly what happens in the house and the senate. >> our focus has been on the senate. we think that's what's going to mostly influence the outcome. i hope there's appetite to see the rates low. i don't see a benefit from raising them. i would call a coin toss on the senate outcome. but wiser minds will see the wisdom of helping the fed in its efforts to stimulate asset prices by not onerously raising taxes on the most important asset class other than homes. >> have you actually calculated a number? you said it would give back some of the rally. but is there a number or a percentage? >> 12-month price target is 1,500. we've written in our research that 1,600 would be a reasonable 2013 end. i need to see an acceleration in global growth. >> contingent on both, not just the tax issue? >> both. somewhere between 1,500 and 1,600. >> david, thank you for being with us. >>
. >> is there a point at which you see obama in the polls and you say actually now i believe that we are going to get the tax hikes and the market should fall? there must be a watershed quite soon as we head towards particularly what happens in the house and the senate. >> our focus has been on the senate. we think that's what's going to mostly influence the outcome. i hope there's appetite to see the rates low. i don't see a benefit from raising them. i would call a coin toss on...
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Oct 1, 2012
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rasmussen and gallup at 5 and rasmussen at 2. >> polls it show obama up 11 in swing states. that sounds high to me. but in any case, obama's ahead, romney has to change something. he has a chance to do it. >> all right, john harwood, thank you. >> today is the start of the fourth quarter. and joining us is teach stanley, chief economist for peerpont securities. the lead story is how trade is slowing around the world. all of europe's problems getting exported to the rest of the world. what do you think this means just in terms of the fourth quarter and maybe a look into next year? >> good morning, becky. well, i think right now the u.s. economy is really slow in part because of what you guys were just talking about, the election. i think a lot of businesses have gone to the sidelines and they're waiting to see as you all discuss, we have a huge choice to be made. and businesses don't really know what the outlook is going to be for the next four years. so if i have -- if i'm a businessman and i have an investment or hiring decision to make, i'm just going to wait a couple mont
rasmussen and gallup at 5 and rasmussen at 2. >> polls it show obama up 11 in swing states. that sounds high to me. but in any case, obama's ahead, romney has to change something. he has a chance to do it. >> all right, john harwood, thank you. >> today is the start of the fourth quarter. and joining us is teach stanley, chief economist for peerpont securities. the lead story is how trade is slowing around the world. all of europe's problems getting exported to the rest of the...